Founder & CEO

Wealth Access Announces Integration with Q2's Digital Banking Platform

Wealth Access Announces Integration with Q2’s Digital Banking Platform

Wealth Access Releases White Paper – Transforming Finance: How A.I. Meets New Generational Demands Ahead of ...

Cetera and Wealth Access Form Partnership to Unite Brokerage, Trust and Digital Banking

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Vice President of Client Success

Wealth Access is the leading banking-integrated wealth platform that helps banks and wealth management firms deliver unified, intelligent client experiences. The VP of Client Success will transform client engagement and growth by managing key accounts and leading a team focused on adoption, retention, and expansion, driving measurable outcomes for both clients and the company.

Chief Executive Officer and Co-Founder

Chief Creative Officer and Co-Founder BOLDSCIENCE

Senior Vice President, Client Services

Boldscience is seeking a Senior Vice President (SVP) of Client Services who will play a key role in shaping the company's values and strategy. The SVP will manage the Client Services team, drive new business, and handle operational responsibilities while maintaining strong client relationships and ensuring the team's success.

Vice President / Senior Vice President, Client Services

Senior Vice President   Client Success   Rcm

Senior Vice President Client Success Rcm in united states (1000+)

Vice President of Client Success

Vice President / Senior Vice President, Client Services